How to Send a Proposal

‍What it does: Allows you to create and send a professionally designed proposal to customers in minutes.

Purpose: Saves you time by emailing a copy of your proposal to your customers digitally.

• Customers can view the proposal on any device (Mobile, Web, Tablet)
• Customers can e-sign the proposal on any device (Mobile, Web, Tablet)*
• Close more deals in less time
• Track all proposals and their status in one location

Prerequisites:*  A proposal must have been drafted and is ready to be sent.

• Requirements to send a proposal.

Available On: Free, Pro, Premium & Elite Plans

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Here’s how it works:

Step 1: Click the “Proposals” button on the left side navigation.

Step 2: Click on the proposal you want to send.

Step 3: Review the information to ensure everything is included and that it’s all correct.

Step 4: Once you’re done, click the “Preview and send” button.

Step 5: Next, enter your customer's name, email, and phone number.

Note: This information will be used to email your customer a copy of the proposal to get their e-signature, and to include their details on the cover page of the proposal.

Step 6: Once you’ve added their details, click the “Preview and send” button.

Step 7: When you’re ready to send off to your customer, click the “Send to customer” button.

Step 8: Then, review the email address, and add a personalized message.

Step 9: Once you’re ready to send, click the “Send proposal” button, and you're done! Your customer will receive an email with a link to access the proposal. They can open and e-sign the proposal in minutes.

To learn how to create a proposal, click here.

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Making edits to your proposal

How to make changes before sending the proposal:

Note: You can always come back and edit the proposal at any time before sending it to your customer.

Step 1: Go to the “Proposals” page, click on the desired proposal, and make any edits required.

Step 2: Then click the “Preview and send” button.

Step 3: Then click the “Send to customer” button and the email editor will appear.

Step 4: Compose your email and click “Send proposal” to send off to your customer.

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How to make changes on the "Send to Customer" screen:

Step 1: Click the “Edit” button on the “Proposal Review” screen.

Step 2: Make any edits desired and then click the “Preview and send” button.

Step 3: Next, click the “Send to customer” button and the email editor will appear.

Step 4: Compose your email and click “Send proposal” to send off to your customer.

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How to make changes after you've sent your proposal to your customer:

Note: Proposals are updated in real time so once you’ve sent the proposal, any changes you make will be reflected on what the customer sees

Step 1: Go to the “Proposals” page, click on the desired proposal.

Step 2: Click the “Edit proposal” button on the top right and click “Cancel signature request and edit”.

Step 3: Make any desired edits and then click “Preview and send”.

Step 4: Next, click the “Send to customer” button and the email editor will appear.

Step 5: Compose your email and click “Send proposal” to send off to your customer.

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